June 23, 2020


In-Person


4 Total CPE Credits

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Maximizing Your Social Security Benefits

  • Instructor

    Pamela Davis-Vaughn

Learning Objectives

  • Identify who is entitled to retirement benefits and in what amounts
  • Summarize the factors one must consider in determining when to take benefits
  • Discuss the taxation of Social Security benefits and how this impacts other income tax planning
  • Identify and describe the potential effects of retirement and estate planning strategies

Major Topics

  • Retirement benefits: What the amount of benefits is in various circumstances
  • Spousal benefits: Should a spouse return to work? What benefits does a spouse have and when and how do they relate to benefits decisions by the client?
  • Claiming Social Security: Advantages and disadvantages at ages 62, 66, and 70
  • Planning: What clients approaching retirement age should consider now with respect to benefits for them, their spouses, and their children
  • Coordinating benefits: Should you take Social Security first and higher-balance IRA distributions later, or take IRA balances first and enhanced Social Security benefits later?

CPE Credits Available

4
Total CPE
4
Taxes

Things to Know About This Course

Course Level

  • Basic

Professional Area of Focus

  • Tax

Prerequisites

Basic knowledge of retirement planning

Advanced Preparation

None

Intended Audience

Practitioners who have clients contemplating receipt of Social Security

Provider

Surgent McCoy CPE

This event has ended.